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Liberty All-Star Equity Fund

220 hedge funds and large institutions have $304M invested in Liberty All-Star Equity Fund in 2026 Q1 according to their latest regulatory filings, with 26 funds opening new positions, 86 increasing their positions, 55 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
220
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
ISL
126
Ingalls & Snyder LLC
New York
$108K
UCB
127
United Community Bank
South Carolina
$106K
AA
128
Ancora Advisors
Ohio
$106K
SWA
129
Sax Wealth Advisors
New Jersey
$105K
SAM
130
Smith Asset Management
Florida
$103K
MWM
131
Manske Wealth Management
Texas
$103K
BCMLT
132
Beacon Capital Management LLC (Tennessee)
Tennessee
$101K
C
133
Certuity
Florida
$98.9K
Millennium Management
134
Millennium Management
New York
$98.6K
MCM
135
Mendel Capital Management
Arkansas
$98.5K
Carson Wealth (CWM LLC)
136
Carson Wealth (CWM LLC)
Nebraska
$98.3K
AWE
137
Avidian Wealth Enterprises
Texas
$96.4K
RA
138
RFG Advisory
Alabama
$93.8K
QPW
139
Quantum Private Wealth
Florida
$92.8K
AC
140
AlphaCore Capital
California
$92.2K
WP
141
WealthShield Partners
North Carolina
$91.3K
HWMG
142
Harbour Wealth Management Group
South Carolina
$89.5K
SI
143
Stephens Inc
Arkansas
$88.7K
GSWM
144
Golden State Wealth Management
California
$87.5K
AG
145
AmeriFlex Group
Nevada
$87K
WAP
146
Wealthcare Advisory Partners
Pennsylvania
$86K
CFSG
147
Community Financial Services Group
Vermont
$85.1K
GLLW
148
Graves Light Lenhart Wealth
Virginia
$83.3K
WB
149
Webster Bank
Connecticut
$82.9K
OCM
150
One Capital Management
California
$82.8K